Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Southern Co as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,728
- +36 vs. Q1 2023
- Shares held
- 694.0M
- −6.96M (−1.0%) vs. Q1 2023
- Total value
- $48.8B
- −$36.4M (−0.1%) vs. Q1 2023
- New holders
- 117
- 689 more added
- Sold out
- 81
- 634 more reduced
14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 178,905 | $12.6M | 0.03% | +8,620+5.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 178,235 | $12.5M | 0.06% | +3,197+1.8% | Added |
| Eagle Ridge Investment Management | 176,055 | $12.4M | 1.30% | +8,649+5.2% | Added |
| Public Employees Retirement Association of Colorado | 175,877 | $12.4M | 0.06% | −1,473−0.8% | Reduced |
| AQR Capital Management LLC | 177,418 | $12.3M | 0.03% | −58,678−24.9% | Reduced |
| Vestcor Inc | 173,737 | $12.2M | 0.45% | +13,396+8.4% | Added |
| CCM Investment Advisers LLC | 168,010 | $11.8M | 1.58% | +683+0.4% | Added |
| ProShare Advisors LLC | 167,457 | $11.8M | 0.03% | +3,656+2.2% | Added |
| State of Alaska, Department of Revenue | 167,050 | $11.7M | 0.14% | +2,093+1.3% | Added |
| Aptus Capital Advisors, LLC | 166,314 | $11.7M | 0.34% | −8,946−5.1% | Reduced |
| M&T Bank Corp | 163,263 | $11.5M | 0.04% | −1,205−0.7% | Reduced |
| Becker Capital Management Inc | 161,279 | $11.3M | 0.43% | +25,256+18.6% | Added |
| Mercer Global Advisors Inc | 160,763 | $11.3M | 0.04% | +10,226+6.8% | Added |
| Leavell Investment Management, Inc. | 160,127 | $11.2M | 0.76% | +60.0% | Added |
| Rockland Trust Co | 159,333 | $11.2M | 0.67% | +17,725+12.5% | Added |
| Mutual of America Capital Management LLC | 156,794 | $11.0M | 0.13% | +1,056+0.7% | Added |
| Covalis Capital LLP | 156,792 | $11.0M | 2.38% | +156,792 | New |
| Nisa Investment Advisors, LLC | 156,775 | $11.0M | 0.08% | −1,725−1.1% | Reduced |
| New York Life Investment Management LLC | 154,786 | $10.9M | 0.11% | +962+0.6% | Added |
| Royal London Asset Management Ltd | 150,599 | $10.6M | 0.03% | +39,198+35.2% | Added |
| Stephens Inc | 149,814 | $10.5M | 0.19% | +4,793+3.3% | Added |
| Morgan Dempsey Capital Management LLC | 145,540 | $10.2M | 2.92% | −810−0.6% | Reduced |
| Element Capital Management LLC | 143,982 | $10.1M | 0.68% | +7,524+5.5% | Added |
| Pinnacle Financial Partners Inc | 143,315 | $10.1M | 0.25% | +5,362+3.9% | Added |
| Illinois Municipal Retirement Fund | 141,369 | $9.93M | 0.20% | −169,856−54.6% | Reduced |
| Advisory Services Network, LLC | 140,381 | $9.86M | 0.26% | −6,559−4.5% | Reduced |
| Bragg Financial Advisors, Inc | 138,207 | $9.71M | 0.53% | +7,429+5.7% | Added |
| Bridgeworth, LLC | 138,143 | $9.70M | 1.07% | +3,667+2.7% | Added |
| DekaBank Deutsche Girozentrale | 137,313 | $9.52M | 0.02% | −13,184−8.8% | Reduced |
| Keybank National Association | 134,071 | $9.42M | 0.04% | +8,326+6.6% | Added |
| Czech National Bank | 129,081 | $9.07M | 0.21% | +829+0.6% | Added |
| Xponance, Inc. | 128,712 | $9.04M | 0.12% | −388−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 128,483 | $9.03M | 0.02% | −4,199−3.2% | Reduced |
| CIBC World Markets Corp | 127,781 | $8.98M | 0.07% | +72,728+132.1% | Added |
| Bell Bank | 127,179 | $8.93M | 0.95% | −8,409−6.2% | Reduced |
| First Republic Investment Management, Inc. | 126,116 | $8.86M | 0.05% | −71,178−36.1% | Reduced |
| Pinnacle Associates Ltd | 125,025 | $8.78M | 0.15% | +83,057+197.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 124,901 | $8.77M | 0.13% | +8,512+7.3% | Added |
| Intact Investment Management Inc. | 123,800 | $8.70M | 0.35% | −800−0.6% | Reduced |
| Buckhead Capital Management LLC | 120,772 | $8.48M | 2.02% | −2,345−1.9% | Reduced |
| Biondo Investment Advisors, LLC | 120,714 | $8.48M | 1.57% | +1,461+1.2% | Added |
| ARS Wealth Advisors Group, LLC | 119,589 | $8.40M | 1.33% | +1,457+1.2% | Added |
| Nissay Asset Management Corp | 119,517 | $8.40M | 0.07% | −1,498−1.2% | Reduced |
| Daiwa Securities Group Inc. | 119,131 | $8.37M | 0.06% | +35,501+42.5% | Added |
| Kempen Capital Management N.V. | 118,597 | $8.33M | 0.15% | +3,691+3.2% | Added |
| Signature Wealth Management Group | 117,604 | $8.26M | 3.85% | −1,441−1.2% | Reduced |
| TCTC Holdings, LLC | 117,561 | $8.26M | 0.33% | −335−0.3% | Reduced |
| Decade Renewable Partners LP | 117,000 | $8.22M | 3.81% | +34,100+41.1% | Added |
| Fifth Third Bancorp | 116,438 | $8.18M | 0.04% | −4,489−3.7% | Reduced |
| Independent Advisor Alliance | 115,733 | $8.13M | 0.36% | +500+0.4% | Added |
| Atria Investments LLC | 115,486 | $8.11M | 0.15% | −7,001−5.7% | Reduced |
| Rockefeller Capital Management L.P. | 115,210 | $8.09M | 0.03% | +20,094+21.1% | Added |
| Fisher Asset Management, LLC | 114,964 | $8.08M | 0.00% | +4,745+4.3% | Added |
| Hantz Financial Services, Inc. | 114,879 | $8.07M | 0.20% | +1,031+0.9% | Added |
| Cetera Advisors LLC | 112,338 | $7.89M | 0.12% | +2,052+1.9% | Added |
| Cornerstone Advisors, LLC | 112,200 | $7.88M | 0.38% | +14,200+14.5% | Added |
| Associated Banc-Corp | 112,147 | $7.88M | 0.30% | +390.0% | Added |
| Davenport & Co LLC | 111,537 | $7.83M | 0.06% | −225−0.2% | Reduced |
| Raymond James Trust N.A. | 111,269 | $7.82M | 0.23% | −2,289−2.0% | Reduced |
| Fiduciary Group LLC | 111,018 | $7.80M | 0.96% | −1,175−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 110,465 | $7.76M | 0.19% | −32,511−22.7% | Reduced |
| Umb Bank N A | 108,884 | $7.65M | 0.12% | −540.0% | Reduced |
| Commerce Bank | 108,811 | $7.64M | 0.06% | +6,750+6.6% | Added |
| Kanawha Capital Management LLC | 108,639 | $7.63M | 0.70% | −266−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 107,016 | $7.52M | 0.04% | +3,637+3.5% | Added |
| Edge Capital Group, LLC | 106,574 | $7.49M | 0.43% | −12,600−10.6% | Reduced |
| Advocate Group LLC | 104,073 | $7.31M | 1.61% | −4,071−3.8% | Reduced |
| Mayflower Financial Advisors, LLC | 103,112 | $7.24M | 0.94% | +20.0% | Added |
| Holocene Advisors, LP | 102,965 | $7.23M | 0.03% | −8,105−7.3% | Reduced |
| Advisors Management Group Inc | 102,888 | $7.23M | 2.16% | −1,371−1.3% | Reduced |
| Hudson Bay Capital Management LP | 102,500 | $7.20M | 0.07% | +102,500 | New |
| Dai-Ichi Life Insurance Company, Ltd | 101,748 | $7.15M | 0.15% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 99,645 | $7.00M | 0.04% | +19,689+24.6% | Added |
| Insight Folios Inc | 98,502 | $6.92M | 2.90% | +3,453+3.6% | Added |
| British Columbia Investment Management Corp | 98,429 | $6.91M | 0.06% | +1,025+1.1% | Added |
| Neuberger Berman Group LLC | 98,126 | $6.89M | 0.01% | +4,269+4.5% | Added |
| Martingale Asset Management L P | 97,754 | $6.87M | 0.13% | −85,516−46.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 97,457 | $6.85M | 0.07% | −3,627−3.6% | Reduced |
| Churchill Management Corp | 96,671 | $6.79M | 0.11% | −708−0.7% | Reduced |
| NewSquare Capital LLC | 95,768 | $6.73M | 0.70% | +5,595+6.2% | Added |
| Bank of Nova Scotia | 94,034 | $6.61M | 0.02% | +13,064+16.1% | Added |
| Alerus Financial NA | 94,004 | $6.60M | 0.56% | +3,769+4.2% | Added |
| Edgemoor Investment Advisors, Inc. | 93,829 | $6.59M | 0.74% | −3,322−3.4% | Reduced |
| First PREMIER Bank | 93,685 | $6.58M | 1.88% | −1,475−1.6% | Reduced |
| Wealthfront Advisers LLC | 93,643 | $6.58M | 0.03% | +8,192+9.6% | Added |
| MainStreet Investment Advisors LLC | 92,684 | $6.51M | 0.71% | −1,666−1.8% | Reduced |
| Visionary Wealth Advisors | 92,316 | $6.49M | 0.52% | +1,392+1.5% | Added |
| Assenagon Asset Management S.A. | 91,809 | $6.45M | 0.03% | −125,345−57.7% | Reduced |
| Man Group plc | 91,090 | $6.40M | 0.02% | – | – |
| Blair William & Co | 90,945 | $6.39M | 0.02% | +758+0.8% | Added |
| Aull & Monroe Investment Management Corp | 90,746 | $6.37M | 3.21% | −196−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 90,730 | $6.37M | 0.84% | −1,409−1.5% | Reduced |
| RFG Advisory, LLC | 90,667 | $6.37M | 0.28% | +2,234+2.5% | Added |
| Principle Wealth Partners LLC | 90,471 | $6.36M | 0.64% | −703−0.8% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 90,341 | $6.35M | 0.10% | +90,341 | New |
| Thomasville National Bank | 89,942 | $6.32M | 0.60% | −412−0.5% | Reduced |
| Private Advisor Group, LLC | 89,306 | $6.31M | 0.05% | −46−0.1% | Reduced |
| Massmutual Trust Co FSB | 89,551 | $6.29M | 0.23% | −256−0.3% | Reduced |
| Keel Point, LLC | 89,192 | $6.27M | 0.84% | +942+1.1% | Added |
| Securian Asset Management, Inc | 88,956 | $6.25M | 0.16% | −1,108−1.2% | Reduced |